- How to edit the payment date in a Payment Plan?
- How to modify the day that a payment is due in a Payment Plan?
- Clio Manage
After the date the edited payment date has been met, please return the Next Payment On field back to it's original date.
Please note that any changes to a Payment Plan must be made at least one day in advance of the next charge date in order for the change to apply to that next charge.
- Click on the Clio Payments tab in the black navigation bar
- Click on the Payment Plans sub-tab
- Click to Edit the relevant Payment Plan
- In the Next Payment On field select the appropriate date for payment
- Click Save payment plan